Schoeppler Wealth Group

Advisors

Detlef Michael Schoeppler

Detlef Michael Schoeppler

CRPC®

Financial Advisor

Visit Detlef Michael Schoeppler's website
Brandon Schoeppler

Brandon Schoeppler

CFA®, CFP®, CIMA®, ChFC®, CRC®

Private Wealth Advisor

Chartered Financial Analyst®
Visit Brandon Schoeppler's website
Glenn Fasani

Glenn Fasani

Financial Advisor

Visit Glenn Fasani's website
Mitchell Meurlott

Mitchell Meurlott

CFP®, CLU®

Financial Advisor

Insurance Specialist
Visit Mitchell Meurlott's website

Team

Linda McCorkle

Linda McCorkle

Client Service Manager,

Business Development Director

Roles & Responsibilities

  • Assist Financial Advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates our practice.
  • Provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
  • Performs additional practice management tasks relating to client service, ad hoc requests, and coordinates business-as usual projects.
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Melissa Bombara

Melissa Bombara

Client Service Coordinator,

Marketing Consultant

Roles & Responsibilities

  • Assist the financial advisor(s) in managing and organizing office workflow and daily business operations.
  • Manages client appreciation events, client correspondence, and helps in the implementation of a unique client experience.
  • Responsible for general office maintenance, tasks, and ad hoc requests to ensure a well-run office that delivers a client focused experience.
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Sydney Manna

Sydney Manna

Administrative Assistant

Christopher Musso

Christopher Musso

Business Development Manager,

Marketing Specialist
Pedro Tonietto

Pedro Tonietto

Investment Specialist